When you’re making a big financial decision – whether to buy a house, change careers, retire, etc. – chances are you already have a number of concerns. But add to those a series of external events ...
Rather than telling my clients what financial decisions they need to make, I help them identify why they’re not already making them. That’s a big difference. It’s the same with weight loss. It’s not ...
If you’re like most people, you crave certainty and familiarity. If we know what to expect, it’s easier to navigate life’s decisions. Yet today, as consumers, we face significant environmental ...
How much money should you have in your emergency fund? What percentage of your income should you be saving for retirement? Financial questions like these can be high-stakes. And reaching the right ...
Algorithms, particularly in the form of artificial intelligence and machine learning, are proliferating in finance and changing how we make decisions. Algorithms have been around for a while in the ...
The way organizations deliver financial advice is reaching a breaking point, and the pressure now falls on IT leaders. Clients today expect personalized, real-time guidance that fits seamlessly into ...
Women are playing a dominant role in household financial decision-making, with nearly 70 percent identifying as their household’s primary investment decision-maker, according to a new report from CFP ...
Older people are more likely to be influenced by the impulsive financial preferences of others than their younger counterparts, according to a new study. Research lead by psychologists at the ...
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